It appears you can download a .CSV file of transaction during the portfolio setup and that you just adjust the column headers to the data required. Not clear if it works for transaction downloads at portfolio setup why it would work for transaction downloads after the portfolio is already setup?

Roy, wanted to followup on this question. Our latest update of Investment Account Manager (now v3.1.4) includes the ability to import transaction data in a csv file. Users can now import a transaction file in csv format when creating a new portfolio, or for appending newer activity to an existing portfolio.

If you have add'l questions, please contact our technical support team directly: techsupport@investmentaccountmanager.com